When choosing a financial planning and investment management firm, individuals, businesses, foundations and associations share a common need: Expert guidance that helps them reach financial goals.
We bring together what you are looking for in financial planning and investment management.
Since our inception in 1982, we have provided financial services on a fee-only basis, acting as a fiduciary for our clients. Each member of our team fully embraces the importance of this role and what it means for our clients:
Fiduciary – A person who is responsible for managing the assets of another and stands in a special relationship of trust, confidence and/or legal responsibility. This includes disclosure of how an advisor is compensated and any corresponding conflicts of interests.
At West Financial Services, the decisions we make and the advice we provide are always in our client’s best interest. Our disciplined and objective investment and financial planning process provides the trust and peace of mind valued so highly by individuals and organizations.